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Market: Italy (IT)

Documents

Title	Description	Insurer	Asset Type	Language	Product	Regime	Process	Excerpt
Request for payment of benefits in the event of death – Italy	Use this form to initiate a death claim – Italy (Branch and Head Office)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	English (EN)	Non Product Specific	FOE FOS		Use this form to initiate a death claim – Italy (Branch and Head Office) Surrender/Claim/Withdrawal/Switch Request for payment of benefits in the event of death – Italy ULU PR 00048
Source of Wealth Questionnaire	This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high-risk clients of Utmost International Isle of Man Limited and Utmost PanEurope dac	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	FOS	Addition to your Policy, New Policy	This questionnaire seeks to obtain information and documentation from the adviser to establish the source of wealth of high-risk clients of Utmost International Isle of Man Limited and Utmost PanEurope dac Operational Forms Source of Wealth Questionnaire UWSQ PR \| 20888
Tax Declaration and Self Certification for Entity Investors	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Entity investors such as, companies, corporate trusts or foundations.	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for Entity investors such as, companies, corporate trusts or foundations. Operational Forms Tax Declaration and Self Certification for Entity Investors UWSQ PR \| 12415
Tax Declaration and Self Certification for Individual Investors	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders, persons authorised to sign on behalf of the policyholder, for example their Power of Attorney or court appointed Deputy, and individuals linked to the trust where Utmost International Trustee Solutions Limited are the appointed trustee.	Utmost Wealth Solutions	Operational Forms	English (EN)	Non Product Specific	FOS	Addition to your Policy, Making a change to your policy, New Policy, Surrender or Claim	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders, persons authorised to sign on behalf of the policyholder, for example their Power of Attorney or court appointed Deputy, and individuals linked to the trust where Utmost International Trustee Solutions Limited are the appointed trustee. Operational Forms Tax Declaration and Self Certification for Individual Investors UWSQ PR \| 12373
Tax Declaration and Self-Certification for Trusts	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust.	Utmost Wealth Solutions	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Non Product Specific	FOS	Making a change to your policy, New Policy	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for trusts where all the trustees are all individuals. It should be completed by one trustee on behalf of the trust. Tax and regulatory Literature/technical sales aids and literature Tax Declaration and Self-Certification for Trusts UTSQ PR \| 20885
Private Wealth Portfolio Italia Documento Informativo Precontrattuale Aggiuntivo	Documento Informativo Precontrattuale Aggiuntivo per i prodotti di investimento assicurativi.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Wealth Portfolio - Italy	FOS	New Business Pack, New Policy	Documento Informativo Precontrattuale Aggiuntivo per i prodotti di investimento assicurativi. Tax and regulatory Literature/technical sales aids and literature Private Wealth Portfolio Italia Documento Informativo Precontrattuale Aggiuntivo UPE_WS \| 4572
PWP Italia Modulo di Proposta	Attraverso la sottoscrizione del Modulo di Proposta, l’Investitore-Contraente propone a Utmost PanEurope la stipula di un contratto di assicurazione sulla vita denominato ‘Private Wealth Portfolio’, le cui caratteristiche sono definite nelle Condizioni di Contratto.	Utmost PanEurope	Application Form	Italian (IT)	Private Wealth Portfolio - Italy	FOS	New Policy	Attraverso la sottoscrizione del Modulo di Proposta, l’Investitore-Contraente propone a Utmost PanEurope la stipula di un contratto di assicurazione sulla vita denominato ‘Private Wealth Portfolio’, le cui caratteristiche sono definite nelle Condizioni di Contratto. Application Form PWP Italia Modulo di Proposta UPE_WS \| 4569
PWP Italia Condizioni di Contratto	Condizioni contrattuali del prodotto Private Wealth Portfolio Italia– questo documento illustra le regole, le specifiche e i requisiti del contratto.	Utmost PanEurope	Policy Conditions	Italian (IT)	Private Wealth Portfolio - Italy	FOS	New Policy	Condizioni contrattuali del prodotto Private Wealth Portfolio Italia– questo documento illustra le regole, le specifiche e i requisiti del contratto. Policy Conditions PWP Italia Condizioni di Contratto UPE_WS \| 4570
Private Wealth Portfolio Snapshot per l’Italia	Breve introduzione alla polizza assicurativa: struttura del prodotto, flessibilità e definizione del profilo di investimento.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Making a change to your policy, New Policy	Breve introduzione alla polizza assicurativa: struttura del prodotto, flessibilità e definizione del profilo di investimento. Product Guides/Brochures/Snapshots and Training Materials Private Wealth Portfolio Snapshot per l’Italia UPE_WS \| 4485
PWP Italia Brochure di prodotto	Brochure del prodotto: guida ad un nuovo approccio alle soluzioni di gestione patrimoniale in Europa.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Making a change to your policy, New Policy	Brochure del prodotto: guida ad un nuovo approccio alle soluzioni di gestione patrimoniale in Europa. Product Guides/Brochures/Snapshots and Training Materials PWP Italia Brochure di prodotto UPE_WS \| 4568
PWP Italia Modulo di notifica della cessione della polizza	Modulo da compilarsi a cura dell’Investitore-Contraente per il trasferimento del titolo, della titolarità e di tutti i diritti derivanti dalla polizza in capo ad altra persona o ente.	Utmost PanEurope	Operational Forms	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Making a change to your policy	Modulo da compilarsi a cura dell’Investitore-Contraente per il trasferimento del titolo, della titolarità e di tutti i diritti derivanti dalla polizza in capo ad altra persona o ente. Operational Forms PWP Italia Modulo di notifica della cessione della polizza UPE_WS \| 4392
Modulo per la nomina dei Beneficiari Irrevocabili	Modulo per la designazione da parte dell’Investitore-Contraente di uno o più Beneficiari in via irrevocabile e per la contestuale accettazione dei beneficiari stessi.	Utmost PanEurope	Operational Forms	Italian (IT)	Private Wealth Portfolio - Italy	FOS	New Policy	Modulo per la designazione da parte dell’Investitore-Contraente di uno o più Beneficiari in via irrevocabile e per la contestuale accettazione dei beneficiari stessi. Operational Forms Modulo per la nomina dei Beneficiari Irrevocabili UPE_WS \| 4393
PWP Italia Modulo per la Communicazione del Recesso	Modulo da compilarsi a cura dell’Investitore-Contraente per esercitare il diritto di recesso entro 30 giorni dalla ricezione della Scheda di Polizza.	Utmost PanEurope	Operational Forms	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Surrender or Claim	Modulo da compilarsi a cura dell’Investitore-Contraente per esercitare il diritto di recesso entro 30 giorni dalla ricezione della Scheda di Polizza. Operational Forms PWP Italia Modulo per la Communicazione del Recesso UPE_WS \| 4387
PWP Italia Modulo per l’Esemplare di Firma	Modulo per il facsimile di firma dell’Investitore-Contraente, al fine di consentire il controllo della firma e chiarire i motivi di eventuali diversità rispetto al modulo di proposta o al documento di identità.	Utmost PanEurope	Operational Forms	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Making a change to your policy, New Policy	Modulo per il facsimile di firma dell’Investitore-Contraente, al fine di consentire il controllo della firma e chiarire i motivi di eventuali diversità rispetto al modulo di proposta o al documento di identità. Operational Forms PWP Italia Modulo per l’Esemplare di Firma UPE_WS \| 4391
PWP Italia Modulo Variazione Nome, Indirizzo e Indirizzo Email	Modulo, da compilarsi a cura dell’Investitore-Contraente, per la modifica di nome, indirizzo o indirizzo email collegati alla polizza per PWP Italia.	Utmost PanEurope	Operational Forms	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Making a change to your policy	Modulo, da compilarsi a cura dell’Investitore-Contraente, per la modifica di nome, indirizzo o indirizzo email collegati alla polizza per PWP Italia. Operational Forms PWP Italia Modulo Variazione Nome, Indirizzo e Indirizzo Email UPE_WS \| 4382
PWP Italia Dichiarazione di mancata ricezione/Smarrimento della Scheda di Polizza	Modulo da compilarsi a cura dell’Investitore-Contraente per la dichiarazione di mancata ricezione e/o smarrimento della Scheda di Polizza.	Utmost PanEurope	Operational Forms	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Making a change to your policy	Modulo da compilarsi a cura dell’Investitore-Contraente per la dichiarazione di mancata ricezione e/o smarrimento della Scheda di Polizza. Operational Forms PWP Italia Dichiarazione di mancata ricezione/Smarrimento della Scheda di Polizza UPE_WS \| 4385
PWP Italia Modulo per la richiesta del beneficio caso morte	Modulo da compilarsi a cura dei Beneficiari designati per la richiesta di liquidazione caso morte della prestazione assicurata.	Utmost PanEurope	Operational Forms	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Surrender or Claim	Modulo da compilarsi a cura dei Beneficiari designati per la richiesta di liquidazione caso morte della prestazione assicurata. Operational Forms PWP Italia Modulo per la richiesta del beneficio caso morte UPE_WS \| 4302
Autocertificazione Al Fini Fiscali Contraente Persona Fisica	Il presente modulo è necessario per segnalare accuratamente la vostra polizza ai sensi dei pertinenti accordi sullo scambio di informazioni fiscali, tra cui il Foreign Account Tax Compliance Act (FATCA) e le norme Common Reporting Standard (CRS). Il presente modulo deve essere utilizzato dai singoli assicurati, dalle persone autorizzate a firmare per conto dell’assicurato, ad esempio il loro procuratore o il loro sostituto nominato dal tribunale, e dalle persone collegate al trust di cui Utmost International Trustee Solutions Limited è il trustee designato.	Utmost Wealth Solutions	Operational Forms	Italian (IT)	Non Product Specific	FOS	Making a change to your policy	Il presente modulo è necessario per segnalare accuratamente la vostra polizza ai sensi dei pertinenti accordi sullo scambio di informazioni fiscali, tra cui il Foreign Account Tax Compliance Act (FATCA) e le norme Common Reporting Standard (CRS). Il presente modulo deve essere utilizzato dai singoli assicurati, dalle persone autorizzate a firmare per conto dell’assicurato, ad esempio il loro procuratore o il loro sostituto nominato dal tribunale, e dalle persone collegate al trust di cui Utmost International Trustee Solutions Limited è il trustee designato. Operational Forms Autocertificazione Al Fini Fiscali Contraente Persona Fisica UPE_WS \| 4381
PWP Italia Modulo per la modifica della Strategia d’Investimento	Modulo con cui l’Investitore-Contraente autorizza Utmost PanEurope a modificare la strategia di investimento applicata alla Polizza per PWP Italia.	Utmost PanEurope	Operational Forms	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Making a change to your policy	Modulo con cui l’Investitore-Contraente autorizza Utmost PanEurope a modificare la strategia di investimento applicata alla Polizza per PWP Italia. Operational Forms PWP Italia Modulo per la modifica della Strategia d’Investimento UPE_WS \| 4073
PWP Italia Modulo per la Richiesta di Riscatto	Modulo da compilarsi a cura dell’Investitore-Contraente per le richieste di riscatto totale o parziale della polizza per PWP Italia.	Utmost PanEurope	Operational Forms	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Surrender or Claim	Modulo da compilarsi a cura dell’Investitore-Contraente per le richieste di riscatto totale o parziale della polizza per PWP Italia. Operational Forms PWP Italia Modulo per la Richiesta di Riscatto UPE_WS \| 4071
PWP Italia Modulo per il versamento del Premio Aggiuntivo	Modulo da compilarsi a cura dell’Investitore-Contraente per effettuare il versamento di Premi Aggiuntivi in polizza PWP Italia.	Utmost PanEurope	Operational Forms	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Making a change to your policy, New Policy	Modulo da compilarsi a cura dell’Investitore-Contraente per effettuare il versamento di Premi Aggiuntivi in polizza PWP Italia. Operational Forms PWP Italia Modulo per il versamento del Premio Aggiuntivo UPE_WS \| 4072
Guida Tecnica Pegno Sulla Polizza Assicuratia Vita	Questo documento tecnico è stato pensato allo scopo di illustrare i passaggi operativi necessari affinché una banca possa mettere a pegno un certificato di polizza emesso da Utmost e come possa richiederne l’eventuale escussione.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Making a change to your policy, New Policy	Questo documento tecnico è stato pensato allo scopo di illustrare i passaggi operativi necessari affinché una banca possa mettere a pegno un certificato di polizza emesso da Utmost e come possa richiederne l’eventuale escussione. Tax and regulatory Literature/technical sales aids and literature Guida Tecnica Pegno Sulla Polizza Assicuratia Vita UPE_WS \| 05272
Utmost Wealth Solutions Company Brochure – Adviser version	Company brochure for Utmost Wealth Solutions (Financial Adviser only).	Utmost Wealth Solutions	Marketing Collateral	English (EN)	Non Product Specific	FOS	New Policy	Company brochure for Utmost Wealth Solutions (Financial Adviser only). Marketing Collateral Utmost Wealth Solutions Company Brochure – Adviser version UPE_WS \| 05226
Private Wealth Portfolio Italy Snapshot (EN)	PWP Italy Country Snapshot	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Private Wealth Portfolio - Italy	FOS		PWP Italy Country Snapshot Product Guides/Brochures/Snapshots and Training Materials Private Wealth Portfolio Italy Snapshot (EN) UPE_WS \| 05189
PWP Italia Partner Briefing: IVA, l’irlanda è esente	Documento che illustra come le diversità nel regime IVA in vigore in Irlanda rispetto al Lussemburgo possano avvantaggiare i clienti.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Wealth Portfolio - Italy	FOS	New Policy	Documento che illustra come le diversità nel regime IVA in vigore in Irlanda rispetto al Lussemburgo possano avvantaggiare i clienti. Tax and regulatory Literature/technical sales aids and literature PWP Italia Partner Briefing: IVA, l’irlanda è esente UPE_WS \| 05092
PWP Italia Modulo per la designazione del Beneficiario	PWP Italia – Modulo per la designazione da parte dell’Investitore-Contraente di uno o più Beneficiari della prestazione assicurata, ciascuno dei quali avrà poi diritto al pagamento della quota di capitale indicata in caso di decesso dell’Assicurato.	Utmost PanEurope	Operational Forms	Italian (IT)	Private Wealth Portfolio - Italy	FOS	New Policy	PWP Italia – Modulo per la designazione da parte dell’Investitore-Contraente di uno o più Beneficiari della prestazione assicurata, ciascuno dei quali avrà poi diritto al pagamento della quota di capitale indicata in caso di decesso dell’Assicurato. Operational Forms PWP Italia Modulo per la designazione del Beneficiario UPE_WS \| 05068
Private Wealth Portfolio Italy Key Information Document	This document contains key information about PWP Italy. The information, prescribed by law, is intended to clarify the characteristics, risks, costs, gains and potential losses of the product.	Utmost PanEurope	Key Information Document	English (EN)	Private Wealth Portfolio - Italy	FOS	New Policy	This document contains key information about PWP Italy. The information, prescribed by law, is intended to clarify the characteristics, risks, costs, gains and potential losses of the product. Key Information Document Private Wealth Portfolio Italy Key Information Document UPE PR 12952
Autocertificazione Ai Fini Fiscali Contraente Persona Guirdica eo Societá Fiduciaria (IT)	Al fine di poter riportare accuratamente la vostra polizza ai sensi dei pertinenti accordi sullo scambio di informazioni fiscali, inclusi il Foreign Account Tax Compliance Act (FATCA) e il Common Reporting Standard (CRS). Il presente modulo deve essere utilizzato dagli investitori giuridici quali società, trust aziendali o fondazioni.	Utmost Wealth Solutions	Operational Forms	Italian (IT)	Non Product Specific	FOS	Making a change to your policy, New Policy	Al fine di poter riportare accuratamente la vostra polizza ai sensi dei pertinenti accordi sullo scambio di informazioni fiscali, inclusi il Foreign Account Tax Compliance Act (FATCA) e il Common Reporting Standard (CRS). Il presente modulo deve essere utilizzato dagli investitori giuridici quali società, trust aziendali o fondazioni. Operational Forms Autocertificazione Ai Fini Fiscali Contraente Persona Guirdica eo Societá Fiduciaria (IT) UPE PR 12862
Never Received or Lost Policy Schedule Declaration (EN)	Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration	Utmost PanEurope	Operational Forms	English (EN)	Apex (France), Apex (Portugal), Non Product Specific, Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France, Selection, Target	FOS	Surrender or Claim	Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration Operational Forms Never Received or Lost Policy Schedule Declaration (EN) UPE PR 12847
UPE Notification of Pledge Form	This Utmost PanEurope dac form is for completion by all policyholders, if they wish to pledge their policy to a pledgee/pledge creditor as security.	Utmost PanEurope	Operational Forms	English (EN)	Advantage Corporate (Closed), Apex (France), Apex (Portugal), Compass (Closed), Non Product Specific, Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France	FOS	Making a change to your policy, New Policy	This Utmost PanEurope dac form is for completion by all policyholders, if they wish to pledge their policy to a pledgee/pledge creditor as security. Operational Forms UPE Notification of Pledge Form UPE PR 12834
Private Wealth Portfolio – How to minimise foreign tax on dividend income	A sales aid to explain tax relief at source on foreign withholding tax.	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France		New Policy	A sales aid to explain tax relief at source on foreign withholding tax. Tax and regulatory Literature/technical sales aids and literature Private Wealth Portfolio – How to minimise foreign tax on dividend income UPE PR 12746
PWP Italia Dichiarazione di libera sottoscrizione (non-solicitation) dell’Intermediario – Assicurativo	Dichiarazione dell’Intermediario assicurativo di prestazione delle attività di consulenza e assistenza finalizzate al collocamento del prodotto nei confini del territorio Italiano (nei casi di Proponente/Investitore-Contraente residente fuori Italia).	Utmost PanEurope	Operational Forms	Italian (IT)	Private Wealth Portfolio - Italy	FOS	New Policy	Dichiarazione dell’Intermediario assicurativo di prestazione delle attività di consulenza e assistenza finalizzate al collocamento del prodotto nei confini del territorio Italiano (nei casi di Proponente/Investitore-Contraente residente fuori Italia). Operational Forms PWP Italia Dichiarazione di libera sottoscrizione (non-solicitation) dell’Intermediario – Assicurativo UPE PR 12708
Private Wealth Portfolio Italy Country Snapshot – Non – EU Resident	Private Wealth Portfolio Italy Country Snapshot – Non – EU Resident. This asset is for intermediary use only to promote sales in the DIFC market.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Private Wealth Portfolio - Italy	FOS		Private Wealth Portfolio Italy Country Snapshot – Non – EU Resident. This asset is for intermediary use only to promote sales in the DIFC market. Product Guides/Brochures/Snapshots and Training Materials Private Wealth Portfolio Italy Country Snapshot – Non – EU Resident UPE PR 12700
PWP Italia Dichiarazione di libera sottoscrizione (non-solicitation) dell’Investitore – Contraente	Dichiarazione di libera sottoscrizione della polizza (non-solicitation) del Proponente/ Investitore-Contraente residente fuori Italia al momento della stipula.	Utmost PanEurope	Operational Forms	Italian (IT)	Private Wealth Portfolio - Italy	FOS	New Policy	Dichiarazione di libera sottoscrizione della polizza (non-solicitation) del Proponente/ Investitore-Contraente residente fuori Italia al momento della stipula. Operational Forms PWP Italia Dichiarazione di libera sottoscrizione (non-solicitation) dell’Investitore – Contraente UPE PR 12707
Client Information and Change of Details Form	This form is intended for most Utmost PanEurope dac customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number.	Utmost PanEurope	Operational Forms	English (EN)	Non Product Specific	FOS	Making a change to your policy	This form is intended for most Utmost PanEurope dac customers who wish to inform us of any changes to their personal details, such as name, specimen signature, address, email address or telephone number. Operational Forms Client Information and Change of Details Form UPE PR 12682
Private Wealth Portfolio Italy Benefits Brochure EN	Private Wealth Portfolio Italy Product Brochure: A new approach to wealth management solutions in Europe.	Utmost PanEurope	Product Guides/Brochures/Snapshots and Training Materials	English (EN)	Private Wealth Portfolio - Italy	FOS		Private Wealth Portfolio Italy Product Brochure: A new approach to wealth management solutions in Europe. Product Guides/Brochures/Snapshots and Training Materials Private Wealth Portfolio Italy Benefits Brochure EN UPE PR 12678
PWP Italy Application Form	Private Wealth Portfolio Italy Application Form – English version	Utmost PanEurope	Application Form	English (EN)	Private Wealth Portfolio - Italy	FOS	New Policy	Private Wealth Portfolio Italy Application Form – English version Application Form PWP Italy Application Form UPE PR 00197
PWP Italy Additional Pre-contractual Information Document (DIP)	N/A	Utmost PanEurope	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Private Wealth Portfolio - Italy	FOS	New Business Pack, New Policy	N/A Tax and regulatory Literature/technical sales aids and literature PWP Italy Additional Pre-contractual Information Document (DIP) UPE PR 00200
Private Wealth Portfolio Italy Terms and Conditions	Contractual terms and conditions of the Private Wealth Portfolio Italy product – this document illustrates the rules, specifications and requirements of the contract.	Utmost PanEurope	Policy Conditions	English (EN)	Private Wealth Portfolio - Italy	FOS	New Policy	Contractual terms and conditions of the Private Wealth Portfolio Italy product – this document illustrates the rules, specifications and requirements of the contract. Policy Conditions Private Wealth Portfolio Italy Terms and Conditions UPE PR 00195
Dichiarazione di Buono Stato di Salute	Dichiarazione dell’Assicurato, quale Proponente e futuro Contraente della polizza, di godere di buona salute psico-fisica e di non essere affetto da alcuna malattia terminale o implicante pericolo di vita.	Utmost PanEurope	Operational Forms	Italian (IT)	Private Wealth Portfolio - Italy	FOS	New Policy	Dichiarazione dell’Assicurato, quale Proponente e futuro Contraente della polizza, di godere di buona salute psico-fisica e di non essere affetto da alcuna malattia terminale o implicante pericolo di vita. Operational Forms Dichiarazione di Buono Stato di Salute UPE PR 00117
Euromobiliare Advisory SiM – Strategie di Investimento	Strategie di investimento di EuroAdvisory SIM.	Utmost PanEurope	Investment literature/Strategies	Italian (IT)	Private Wealth Portfolio - Italy	FOS	New Policy	Strategie di investimento di EuroAdvisory SIM. Investment literature/Strategies Euromobiliare Advisory SiM – Strategie di Investimento UPE PR 00109
Private Wealth Portfolio Italia KID Documento contenente le Informazioni Chiave	Questo documento contiene le informazioni chiave relative al prodotto d’investimento-assicurativo. Dette informazioni, prescritte per legge, servono a chiarire le caratteristiche, i rischi, i costi, i guadagni e le perdite potenziali del prodotto.	Utmost PanEurope	Key Information Document	Italian (IT)	Private Wealth Portfolio - Italy	FOS	New Policy	Questo documento contiene le informazioni chiave relative al prodotto d’investimento-assicurativo. Dette informazioni, prescritte per legge, servono a chiarire le caratteristiche, i rischi, i costi, i guadagni e le perdite potenziali del prodotto. Key Information Document Private Wealth Portfolio Italia KID Documento contenente le Informazioni Chiave UPE PR 00071
Assicurazioni sulla vita in Irlanda – I quattro pilastri della protezione dell’investitore	In questa guida vengono esaminati da vicino i quattro motivi fondamentali per cui scegliere con fiducia un assicuratore vita irlandese.	Utmost PanEurope	Marketing Collateral	Italian (IT)	Private Wealth Portfolio - Italy	FOS	Adviser Technical Insights and Webinars, New Policy	In questa guida vengono esaminati da vicino i quattro motivi fondamentali per cui scegliere con fiducia un assicuratore vita irlandese. Marketing Collateral Assicurazioni sulla vita in Irlanda – I quattro pilastri della protezione dell’investitore UPE \| 05281
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A	Key Information Document	Italian (IT)	Private Client Insurance	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULU_KID_LU_IT-2018_EUR_PCI MS_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A	Key Information Document	Italian (IT)	Wealth Passport	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULU_KID_LU_IT-2018_EUR_IWP_IT PR
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A	Key Information Document	Italian (IT)	Private Client Insurance	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULU_KID_LU_IT-2018_EUR_PCI MC_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A	Key Information Document	Italian (IT)	Wealth Passport	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULU_KID_LU_IT_EUR_IWP N_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A	Key Information Document	Italian (IT)	Private Client Insurance	FOS		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULU_KID_LU_IT_EUR_PCI MC_N_IT
Single Pre-Contractual Form (MUP) for Insurance Investment Products	Tax and regulatory Literature/technical sales aids and literature Single Pre-Contractual Form (MUP) for Insurance Investment Products ULU PR 00040	Utmost Luxembourg S.A	Tax and regulatory Literature/technical sales aids and literature	English (EN)	Private Client Insurance	FOE FOS	New Policy	Tax and regulatory Literature/technical sales aids and literature Single Pre-Contractual Form (MUP) for Insurance Investment Products ULU PR 00040
Connect Sign In (Italian)	Connect Sign In (Italian)	Utmost Luxembourg S.A	Guides and Supporting Documents	Italian (IT)	Non Product Specific	FOS		Connect Sign In (Italian) Guides and Supporting Documents Connect Sign In (Italian) ULU PR 00016
Modulo Unico Precontrattuale (MUP) per i Prodotti D’investimento Assicurativi	Tax and regulatory Literature/technical sales aids and literature Modulo Unico Precontrattuale (MUP) per i Prodotti D’investimento Assicurativi ULU PR 00001	Utmost Luxembourg S.A	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Client Insurance	FOS	New Business Pack	Tax and regulatory Literature/technical sales aids and literature Modulo Unico Precontrattuale (MUP) per i Prodotti D’investimento Assicurativi ULU PR 00001
Residenza e Comunicazioni	Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific	FOE FOS		Use this form to request a change of communication means; change of address; change of correspondence address and consent to the use of electronic signatures Operational Forms Residenza e Comunicazioni ULU PCON1527
Forex/Forward Request Form	Use this form for dealing purposes – United Kingdom	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Use this form for dealing purposes – United Kingdom Investment literature/Strategies Forex/Forward Request Form ULU PCON1382
Richiesta di Modifica della Maggiorazione in caso di Decesso	Use this form to request a change of life cover – Italy (Branch)	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific	FOE FOS		Use this form to request a change of life cover – Italy (Branch) Operational Forms Richiesta di Modifica della Maggiorazione in caso di Decesso ULU PCON1317
Atto di Variazione del Fondo Interno Dedicato	Use this form to request a change to one or more key characteristics of an Internal Dedicated Fund; such as Change of Fund Manager and Custodian Bank	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific	FOE FOS		Use this form to request a change to one or more key characteristics of an Internal Dedicated Fund; such as Change of Fund Manager and Custodian Bank Operational Forms Atto di Variazione del Fondo Interno Dedicato ULU PCON1310
Richiesta Cambio Contraente Persona Fisica	Use this form to request a change of Policyholder – Physical Person – Italy	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific	FOE FOS		Use this form to request a change of Policyholder – Physical Person – Italy Operational Forms Richiesta Cambio Contraente Persona Fisica ULU PCON1245
Richiesta Cambio Contraente Persona Giuridica	Use this form to request a change of Policyholder – Corporate Entity – Italy	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific	FOE FOS		Use this form to request a change of Policyholder – Corporate Entity – Italy Operational Forms Richiesta Cambio Contraente Persona Giuridica ULU PCON1246
Richiesta Cambio Intermediario	Use this form to request a change of Intermediary – Italy	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific	FOE FOS		Use this form to request a change of Intermediary – Italy Operational Forms Richiesta Cambio Intermediario ULU PCON1243
Dichiarazione di Smarrimento	Form to be used to declare the loss of policy documents – Italy	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific	FOE FOS		Form to be used to declare the loss of policy documents – Italy Operational Forms Dichiarazione di Smarrimento ULU PCON1244
Richiesta Di Riscatto Withdrawal and Surrender Form	Use this form to request the surrender of your policy/contract – Italy (Branch and FOS)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Italian (IT)	Non Product Specific	FOE FOS		Use this form to request the surrender of your policy/contract – Italy (Branch and FOS) Surrender/Claim/Withdrawal/Switch Richiesta Di Riscatto Withdrawal and Surrender Form ULU PCON1237
Richiesta di Pagamento della Prestazione in caso di Decesso	Use this form to initiate a death claim – Italy (Branch and FOS)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Italian (IT)	Non Product Specific	FOE FOS		Use this form to initiate a death claim – Italy (Branch and FOS) Surrender/Claim/Withdrawal/Switch Richiesta di Pagamento della Prestazione in caso di Decesso ULU PCON1239
Richiesta di Switch	Use this form to request a switch of investments on your policy/contract – Italy (Branch and FOS)	Utmost Luxembourg S.A	Surrender/Claim/Withdrawal/Switch	Italian (IT)	Non Product Specific	FOE FOS		Use this form to request a switch of investments on your policy/contract – Italy (Branch and FOS) Surrender/Claim/Withdrawal/Switch Richiesta di Switch ULU PCON1233
Richiesta di Versamento Premio Aggiuntivo Italia	Use this form for an addition to your policy/contract – Italy (Branch and FOS)	Utmost Luxembourg S.A	Top Up/Additional Investment	Italian (IT)	Private Client Insurance	FOE FOS	Addition to your Policy	Use this form for an addition to your policy/contract – Italy (Branch and FOS) Top Up/Additional Investment Richiesta di Versamento Premio Aggiuntivo Italia ULU PCON1236
Richiesta Cambio Beneficiario	Use this form to request a change of Beneficiary – Italy	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific	FOE FOS		Use this form to request a change of Beneficiary – Italy Operational Forms Richiesta Cambio Beneficiario ULU PCON1213
Dealing Request Form SELL/BUY Orders	Use this form for dealing purposes – United Kingdom	Utmost Luxembourg S.A	Investment literature/Strategies	English (EN)	Non Product Specific	FOS		Use this form for dealing purposes – United Kingdom Investment literature/Strategies Dealing Request Form SELL/BUY Orders ULU PCON1116
Connect Overview – Access Guide (Italian)	Connect Overview – Access Guide (Italian)	Utmost Luxembourg S.A	Guides and Supporting Documents	Italian (IT)	Non Product Specific	FOE FOS		Connect Overview – Access Guide (Italian) Guides and Supporting Documents Connect Overview – Access Guide (Italian) ULU MARK2353
Connect User Guide – Total Redemption (Italian)	Connect User Guide – Total Redemption (Italian)	Utmost Luxembourg S.A	Guides and Supporting Documents	Italian (IT)	Non Product Specific	FOE FOS		Connect User Guide – Total Redemption (Italian) Guides and Supporting Documents Connect User Guide – Total Redemption (Italian) ULU MARK2194
Connect Guida all’uso – Riscatto Parziale	This Connect User Guide shows how to request a regular withdrawal in Italian	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	Italian (IT)	Non Product Specific	FOE FOS		This Connect User Guide shows how to request a regular withdrawal in Italian Product Guides/Brochures/Snapshots and Training Materials Connect Guida all’uso – Riscatto Parziale ULU MARK2152
Regolamento del Fondo Interno Dedicato	Rules for Internal Dedicated Fund – Italy	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific	FOS	New Policy	Rules for Internal Dedicated Fund – Italy Operational Forms Regolamento del Fondo Interno Dedicato ULU CONT4585
Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone che esercitano il controllo (FOS) (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone che esercitano il controllo (FOS) (AEoI) ULU CONT4260
Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone giuridiche (FOS) (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications. Operational Forms Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone giuridiche (FOS) (AEoI) ULU CONT4248
Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone fisiche (FOS) (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders. Operational Forms Scambio Automatico di Informazioni – Modulo di Autocertificazione per persone fisiche (FOS) (AEoI) ULU CONT4239
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica	Fact Find for INTERMEDIARIES for the Italian market (FOS); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.	Utmost Luxembourg S.A	Fact Find	Italian (IT)	Private Client Insurance	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Italian market (FOS); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULU CONT3955
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria	Fact Find for INTERMEDIARIES for the Italian market (FOS); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market.	Utmost Luxembourg S.A	Fact Find	Italian (IT)	Private Client Insurance	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Italian market (FOS); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULU CONT3957
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica	Fact Find for INTERMEDIARIES for the Italian market (FOS); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.	Utmost Luxembourg S.A	Fact Find	Italian (IT)	Private Client Insurance	FOS	New Business Pack	Fact Find for INTERMEDIARIES for the Italian market (FOS); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica ULU CONT3953
Regole di investimento per Fondi Interni	Table of Luxembourg Investment Rules	Utmost Luxembourg S.A	Investment literature/Strategies	Italian (IT)	Non Product Specific	FOS		Table of Luxembourg Investment Rules Investment literature/Strategies Regole di investimento per Fondi Interni ULU CONT3596
Assicurazione a vita intera caso morte – IPID (versione 3134)	This is the precontractual information document related to the Italian Wealth Passport product – Italy (FOS)	Utmost Luxembourg S.A	Product Guides/Brochures/Snapshots and Training Materials	Italian (IT)	Wealth Passport	FOS	New Policy	This is the precontractual information document related to the Italian Wealth Passport product – Italy (FOS) Product Guides/Brochures/Snapshots and Training Materials Assicurazione a vita intera caso morte – IPID (versione 3134) ULU CONT3590
Private Client Insurance – Condizioni Generali (versione 3134)	Stand-alone version of General Conditions for the Italian Wealth Passport product – Italy (FOS)	Utmost Luxembourg S.A	Policy Conditions	Italian (IT)	Wealth Passport	FOS	New Business Pack	Stand-alone version of General Conditions for the Italian Wealth Passport product – Italy (FOS) Policy Conditions Private Client Insurance – Condizioni Generali (versione 3134) ULU CONT3593
Documento Informativo Precontrattuale (DIP) – PRIVATE CLIENT INSURANCE (Versione 2448)	This is the precontractual information document related to the Private Client Insurance product – Italy (FOS) Italian.	Utmost Luxembourg S.A	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Client Insurance	FOS	New Policy	This is the precontractual information document related to the Private Client Insurance product – Italy (FOS) Italian. Tax and regulatory Literature/technical sales aids and literature Documento Informativo Precontrattuale (DIP) – PRIVATE CLIENT INSURANCE (Versione 2448) ULU CONT3560
Private Client Insurance – Condizioni Contrattuali – Multi-Custody Italia	Stand-alone version of General Conditions for the Private Client Insurance product – Italy (FOS)	Utmost Luxembourg S.A	Policy Conditions	Italian (IT)	Private Client Insurance	FOS	New Business Pack	Stand-alone version of General Conditions for the Private Client Insurance product – Italy (FOS) Policy Conditions Private Client Insurance – Condizioni Contrattuali – Multi-Custody Italia ULU CONT3536
Costi amministrativi addizionali	Annex showing the activity-based charging grid	Utmost Luxembourg S.A	Commission Documents/Fees & Charges Literature and Illustrations	Italian (IT)	Non Product Specific	FOE FOS		Annex showing the activity-based charging grid Commission Documents/Fees & Charges Literature and Illustrations Costi amministrativi addizionali ULU CONT3183
Italian Wealth Passport – Modulo di Proposta (versione N° 3134)	New business application form for the Italian Wealth Passport product – Italy/US	Utmost Luxembourg S.A	Application Form	Italian (IT)	Wealth Passport	FOS	New Business Pack	New business application form for the Italian Wealth Passport product – Italy/US Application Form Italian Wealth Passport – Modulo di Proposta (versione N° 3134) ULU CONT3134
Profilo di rischio e Questionario di adeguatezza	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile	Utmost Luxembourg S.A	Investment literature/Strategies	Italian (IT)	Private Client Insurance, Wealth Passport	FOE FOS	Addition to your Policy	Use this form to complete an investment profile questionnaire and request a deviation from your investment profile Investment literature/Strategies Profilo di rischio e Questionario di adeguatezza ULU CONT3059
ACCORDO DI DIVULGAZIONE DELLE INFORMAZIONI	Information Disclosure Agreement	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Italian (IT)	Non Product Specific	FOE FOS		Information Disclosure Agreement Client Letters/Indemnity/Data Protection ACCORDO DI DIVULGAZIONE DELLE INFORMAZIONI ULU CONT2866
Private Client Insurance – Lista dei Fondi Esterni	External Collective Funds list – Italy	Utmost Luxembourg S.A	Investment literature/Strategies	Italian (IT)	Private Client Insurance	FOE		External Collective Funds list – Italy Investment literature/Strategies Private Client Insurance – Lista dei Fondi Esterni ULU CONT2580
Domanda di innalzamento della categoria di investimento (FOS)	Use this form to request a upgrade of your investment category	Utmost Luxembourg S.A	Investment literature/Strategies	Italian (IT)	Non Product Specific	FOS		Use this form to request a upgrade of your investment category Investment literature/Strategies Domanda di innalzamento della categoria di investimento (FOS) ULU CONT2527
Domanda di retrocessione della categoria di investimento (FOS)	Use this form to request a downgrade of your investment category	Utmost Luxembourg S.A	Investment literature/Strategies	Italian (IT)	Non Product Specific	FOS		Use this form to request a downgrade of your investment category Investment literature/Strategies Domanda di retrocessione della categoria di investimento (FOS) ULU CONT2516
Private Client Insurance Modulo di richiesta – Custodia multipla Italia	Application Form for Private Client Insurance – Lifetime Unit-Linked Insurance Investment Product Italy (FOS) Multi-Custody.	Utmost Luxembourg S.A	Application Form	Italian (IT)	Private Client Insurance	FOS	New Business Pack	Application Form for Private Client Insurance – Lifetime Unit-Linked Insurance Investment Product Italy (FOS) Multi-Custody. Application Form Private Client Insurance Modulo di richiesta – Custodia multipla Italia ULU CONT2448
Banca Depositaria situata al di fuori dello SEE	Declaration for the Use of a Custodian Bank located outside of the EEA – Italy (Branch and FOS)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Italian (IT)	Non Product Specific	FOE FOS		Declaration for the Use of a Custodian Bank located outside of the EEA – Italy (Branch and FOS) Client Letters/Indemnity/Data Protection Banca Depositaria situata al di fuori dello SEE ULU CONT2365
Approvazione di Investimenti Alternativi e di Fondi Immobiliari e Attivi Caratterizzati da Limitata Liquidità	Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Italy (Branch and FOS)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Italian (IT)	Non Product Specific	FOE FOS		Stand-alone Notice on the risks of acceptance when investing in Specialised Investments – Italy (Branch and FOS) Client Letters/Indemnity/Data Protection Approvazione di Investimenti Alternativi e di Fondi Immobiliari e Attivi Caratterizzati da Limitata Liquidità ULU CONT2366
Dichiarazione di Possesso della Qualifica di “Non-U.S. Person”	Use this form to declare a status of “Non-U.S. Person”	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific	FOE FOS		Use this form to declare a status of “Non-U.S. Person” Operational Forms Dichiarazione di Possesso della Qualifica di “Non-U.S. Person” ULU CONT2364
Referto Medico (FOS)	Medical Examination Report – Italy (FOS)	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	Italian (IT)	Non Product Specific	FOS		Medical Examination Report – Italy (FOS) Underwriting guides/questionnaires/brochures Referto Medico (FOS) ULU CONT2291
Dichiarazione di Scelta di Legge / Choice of Law (FOS)	Use this form to perform a choice of law	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific	FOS		Use this form to perform a choice of law Operational Forms Dichiarazione di Scelta di Legge / Choice of Law (FOS) ULU CONT2359
Dichiarazione di Conformità fiscale (PH)	Stand-alone Tax Compliance Certification form – Italy (Branch and FOS)	Utmost Luxembourg S.A	Client Letters/Indemnity/Data Protection	Italian (IT)	Non Product Specific	FOE FOS		Stand-alone Tax Compliance Certification form – Italy (Branch and FOS) Client Letters/Indemnity/Data Protection Dichiarazione di Conformità fiscale (PH) ULU CONT2253
FATCA Autocertificazione (FOS)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms FATCA Autocertificazione (FOS) ULU CONT2170-7
FATCA Self-Certification	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Utmost Luxembourg S.A	Operational Forms	English (EN)	Non Product Specific	FOS		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms FATCA Self-Certification ULU CONT2170-5
Questionario Medico Aggiuntivo (FOS)	Questionario Medico Aggiuntivo – Italy (FOS)	Utmost Luxembourg S.A	Underwriting guides/questionnaires/brochures	Italian (IT)	Non Product Specific	FOS		Questionario Medico Aggiuntivo – Italy (FOS) Underwriting guides/questionnaires/brochures Questionario Medico Aggiuntivo (FOS) ULU CONT1606
Conferma dei dati di contatto del cliente utilizzati per la firma elettronica dei documenti	Confirmation of Client contact details used for the Electronic Signing of documents	Utmost Luxembourg S.A	Operational Forms	Italian (IT)	Non Product Specific	FOE FOS		Confirmation of Client contact details used for the Electronic Signing of documents Operational Forms Conferma dei dati di contatto del cliente utilizzati per la firma elettronica dei documenti ULU CONNECT1058
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance	FOE		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_UCI_IT_EUR_PCI UCI_N_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance	FOE		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_UCI_IT-2018_EUR_PCI UCI_IT
Product Information Document for the Private Client Insurance	Product Information Document for the Private Client Insurance	Utmost Luxembourg S.A. - Italian Branch	Product Guides/Brochures/Snapshots and Training Materials	Italian (IT)	Private Client Insurance	FOE		Product Information Document for the Private Client Insurance Product Guides/Brochures/Snapshots and Training Materials Product Information Document for the Private Client Insurance ULIT_PID-IT-PCI-Set informativo-2443_IT_01-11-2025
Product Information Document for the Italian Wealth Passport	Product Information Document for the Italian Wealth Passport	Utmost Luxembourg S.A. - Italian Branch	Product Guides/Brochures/Snapshots and Training Materials	Italian (IT)	Wealth Passport	FOE		Product Information Document for the Italian Wealth Passport Product Guides/Brochures/Snapshots and Training Materials Product Information Document for the Italian Wealth Passport ULIT_PID-US-IT-Wealth-Passport_Set_3138_IT_01-11-2025
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance	FOE		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_IT-2018_EUR_PCI MS_IT
Documento contenente le informazioni chiave	Mediobanca – This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance	FOE		Mediobanca – This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_MED_IT_EUR_PCI MB_N_IT
Documento contenente le informazioni chiave	Mediobanca – This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance	FOE		Mediobanca – This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_MED_IT-2018_EUR_PCI MB_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance	FOE		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_MLN_IT_EUR_PCI MLN_N_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance	FOE		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_IT-2018_EUR_PCI AZ_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance	FOE		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_IT-2018_EUR_PCI MC_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Wealth Passport	FOE		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_IT_EUR_IWP N_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance	FOE		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_IT_EUR_PCI AZ_N_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance	FOE		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_IT_EUR_PCI MC_N_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Wealth Passport	FOE		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_IT-2018_EUR_IWP_IT PR
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance	FOE		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_CORD_IT_EUR_PCI CORD_N_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance	FOE		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_CORD_IT-2018_EUR_PCI CORD_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance	FOE		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_FIN_IT_EUR_PCI FIN_N_IT
Documento contenente le informazioni chiave	This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses.	Utmost Luxembourg S.A. - Italian Branch	Key Information Document	Italian (IT)	Private Client Insurance	FOE		This document contains key information about this investment product. The information, prescribed by law, is intended to clarify the product’s features, risks, costs, potential gains and losses. Key Information Document Documento contenente le informazioni chiave ULIT_KID_IT_FIN_IT-2018_EUR_PCI FIN_IT
Modulo Unico Precontrattuale (MUP) per i prodotti d’investimento assicurativi	Tax and regulatory Literature/technical sales aids and literature Modulo Unico Precontrattuale (MUP) per i prodotti d’investimento assicurativi ULIT PR 00001	Utmost Luxembourg S.A. - Italian Branch	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Tax and regulatory Literature/technical sales aids and literature Modulo Unico Precontrattuale (MUP) per i prodotti d’investimento assicurativi ULIT PR 00001
Dichiarazione di Conformità Fiscale – conti cointestati	Dichiarazione di conformità fiscale del titolare di un conto bancario congiunto dal quale sarà pagato il premio di una polizza assicurativa sulla vita. il quale non agisce in qualità di contraente. Da utilizzare con polizze di Italian Branch/Sede secondaria italiana.	Utmost Luxembourg S.A. - Italian Branch	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Non Product Specific	FOE	New Business Pack	Dichiarazione di conformità fiscale del titolare di un conto bancario congiunto dal quale sarà pagato il premio di una polizza assicurativa sulla vita. il quale non agisce in qualità di contraente. Da utilizzare con polizze di Italian Branch/Sede secondaria italiana. Tax and regulatory Literature/technical sales aids and literature Dichiarazione di Conformità Fiscale – conti cointestati ULIT PR 00010
FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria	Fact Find FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT4072	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Fact Find FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT4072
Automatic Exchange of Information – Self-Certification (FOE) (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	English (EN)	Non Product Specific	FOE		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders. Operational Forms Automatic Exchange of Information – Self-Certification (FOE) (AEoI) ULIT CONT4245
Automatic Exchange of Information – Self-Certification (FOE) (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	English (EN)	Non Product Specific	FOE		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications. Operational Forms Automatic Exchange of Information – Self-Certification (FOE) (AEoI) ULIT CONT4257
Automatic Exchange of Information – Self-Certification (FOE) (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	English (EN)	Non Product Specific	FOE		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms Automatic Exchange of Information – Self-Certification (FOE) (AEoI) ULIT CONT4269
FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica	Fact Find FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT4057	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Fact Find FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT4057
FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria	Fact Find FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT4058	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Fact Find FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT4058
FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica	Fact Find FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica ULIT CONT4070	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Fact Find FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica ULIT CONT4070
FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica	Fact Find FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT4071	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Fact Find FOR MEDIOLANUM – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT4071
FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica	Fact Find FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica ULIT CONT4053	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	FOS	New Business Pack	Fact Find FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica ULIT CONT4053
FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica	Fact Find FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT4054	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Fact Find FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT4054
FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria	Fact Find FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT4055	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Fact Find FOR AZIMUT- Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT4055
FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica	Fact Find FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica ULIT CONT4056	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Fact Find FOR FINECO – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica ULIT CONT4056
Modulo Conoscitivo – Versione per l’Intermediario – Persona giuridica	Fact Find Modulo Conoscitivo – Versione per l’Intermediario – Persona giuridica ULIT CONT4051	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Non Product Specific	FOE		Fact Find Modulo Conoscitivo – Versione per l’Intermediario – Persona giuridica ULIT CONT4051
Modulo Conoscitivo – Versione per l’Intermediario – Fiduciaria	Fact Find Modulo Conoscitivo – Versione per l’Intermediario – Fiduciaria ULIT CONT4052	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Non Product Specific	FOE		Fact Find Modulo Conoscitivo – Versione per l’Intermediario – Fiduciaria ULIT CONT4052
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica	Fact Find for INTERMEDIARIES for the Italian market (Branch); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market.	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Fact Find for INTERMEDIARIES for the Italian market (Branch); dedicated to PHYSICAL PERSONS subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona fisica ULIT CONT3947
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica	Fact Find for INTERMEDIARIES for the Italian market (Branch); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market.	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Fact Find for INTERMEDIARIES for the Italian market (Branch); dedicated to CORPORATE ENTITIES subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Persona giuridica ULIT CONT3949
FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria	Fact Find for INTERMEDIARIES for the Italian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market.	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Fact Find for INTERMEDIARIES for the Italian market (Branch); dedicated to FIDUCIARIES subscribing. To be used in combination with the new business application forms for this market. Fact Find FOR INTERMEDIARIES – Modulo Conoscitivo – Versione per l’Intermediario / Fiduciaria ULIT CONT3951
Modulo Conoscitivo – Versione per l’Intermediario – Persona fisica	Fact Find Modulo Conoscitivo – Versione per l’Intermediario – Persona fisica ULIT CONT4050	Utmost Luxembourg S.A. - Italian Branch	Fact Find	Italian (IT)	Non Product Specific	FOE		Fact Find Modulo Conoscitivo – Versione per l’Intermediario – Persona fisica ULIT CONT4050
Regole di investimento per i Fondi Interni	Table of Luxembourg Investment Rules	Utmost Luxembourg S.A. - Italian Branch	Investment literature/Strategies	Italian (IT)	Non Product Specific	FOE		Table of Luxembourg Investment Rules Investment literature/Strategies Regole di investimento per i Fondi Interni ULIT CONT3597
Private Client Insurance – Proposal Form Lifetime Unit-Linked Insurance Investment Product Italy Multi-Custody	Private Client Insurance – Proposal Form for Lifetime Unit-Linked Insurance Investment Product Italy Multi-Custody Mediolanum.	Utmost Luxembourg S.A. - Italian Branch	Application Form	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Private Client Insurance – Proposal Form for Lifetime Unit-Linked Insurance Investment Product Italy Multi-Custody Mediolanum. Application Form Private Client Insurance – Proposal Form Lifetime Unit-Linked Insurance Investment Product Italy Multi-Custody ULIT CONT3746
Private Client Insurance Condizioni Contrattuali Prodotto Di Investimento Assicurativo Di Tipo Unit-Linked a Vita Intera Italia	Private Client Insurance Contract Terms and Conditions Unit-linked Life Insurance Investment Product in Italy IT. Multi-Custody. Mediolanum.	Utmost Luxembourg S.A. - Italian Branch	Policy Conditions	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Private Client Insurance Contract Terms and Conditions Unit-linked Life Insurance Investment Product in Italy IT. Multi-Custody. Mediolanum. Policy Conditions Private Client Insurance Condizioni Contrattuali Prodotto Di Investimento Assicurativo Di Tipo Unit-Linked a Vita Intera Italia ULIT CONT3747
Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (Versione 3746)	This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian.	Utmost Luxembourg S.A. - Italian Branch	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Client Insurance	FOE	New Business Pack	This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian. Tax and regulatory Literature/technical sales aids and literature Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (Versione 3746) ULIT CONT3748
Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (Versione 3506)	This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian.	Utmost Luxembourg S.A. - Italian Branch	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Client Insurance	FOE	New Business Pack	This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian. Tax and regulatory Literature/technical sales aids and literature Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (Versione 3506) ULIT CONT3563
Assicurazione a vita intera caso morte – IPID (FOE)	This is the precontractual information document related to the Italian Wealth Passport product – Italy (Branch)	Utmost Luxembourg S.A. - Italian Branch	Product Guides/Brochures/Snapshots and Training Materials	Italian (IT)	Wealth Passport	FOE	New Policy	This is the precontractual information document related to the Italian Wealth Passport product – Italy (Branch) Product Guides/Brochures/Snapshots and Training Materials Assicurazione a vita intera caso morte – IPID (FOE) ULIT CONT3583
Private Client Insurance – Condizioni Contrattuali – Italy FOE Fineco Multi-Custody	Private Client Insurance General Terms and Conditions Italy Multi-Custody	Utmost Luxembourg S.A. - Italian Branch	Policy Conditions	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Private Client Insurance General Terms and Conditions Italy Multi-Custody Policy Conditions Private Client Insurance – Condizioni Contrattuali – Italy FOE Fineco Multi-Custody ULIT CONT3541
Private Client Insurance – Condizioni Contrattuali Italy Unicredit Multi-Custody	Private Client Insurance – Condizioni Contrattuali Italy Unicredit Multi-Custody	Utmost Luxembourg S.A. - Italian Branch	Policy Conditions	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Private Client Insurance – Condizioni Contrattuali Italy Unicredit Multi-Custody Policy Conditions Private Client Insurance – Condizioni Contrattuali Italy Unicredit Multi-Custody ULIT CONT3543
Private Client Insurance – Condizioni Generali (versione 3138) (FOE)	Stand-alone version of General Conditions for the Italian Wealth Passport product – Italy (Branch)	Utmost Luxembourg S.A. - Italian Branch	Policy Conditions	Italian (IT)	Wealth Passport	FOE	New Business Pack	Stand-alone version of General Conditions for the Italian Wealth Passport product – Italy (Branch) Policy Conditions Private Client Insurance – Condizioni Generali (versione 3138) (FOE) ULIT CONT3544
Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (versione 2446)	This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian.	Utmost Luxembourg S.A. - Italian Branch	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Client Insurance	FOE	New Business Pack	This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian. Tax and regulatory Literature/technical sales aids and literature Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (versione 2446) ULIT CONT3561
Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (Versione 2443)	This is the precontractual information document related to the Private Client Insurance product – Italy (Branch) Italian.	Utmost Luxembourg S.A. - Italian Branch	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Client Insurance	FOE	New Policy	This is the precontractual information document related to the Private Client Insurance product – Italy (Branch) Italian. Tax and regulatory Literature/technical sales aids and literature Documento Informativo Precontrattuale – PRIVATE CLIENT INSURANCE (Versione 2443) ULIT CONT3515
Documento Informativo Precontrattuale – Private Client Insurance (Versione 1858)	This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian.	Utmost Luxembourg S.A. - Italian Branch	Tax and regulatory Literature/technical sales aids and literature	Italian (IT)	Private Client Insurance	FOE		This is the precontractual information document related to the Private Client Insurance product – Italy (FOE) Italian. Tax and regulatory Literature/technical sales aids and literature Documento Informativo Precontrattuale – Private Client Insurance (Versione 1858) ULIT CONT3533
Private Client Insurance – Condizioni Contrattuali – Italian Branch (FOE) – Multi-Custody	Stand-alone version of General Terms and Conditions for the Private Client Insurance Product – Italy (Branch)	Utmost Luxembourg S.A. - Italian Branch	Policy Conditions	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Stand-alone version of General Terms and Conditions for the Private Client Insurance Product – Italy (Branch) Policy Conditions Private Client Insurance – Condizioni Contrattuali – Italian Branch (FOE) – Multi-Custody ULIT CONT3535
Private Client Insurance Terms and Conditions, Unit-Linked Life Insurance Investment Product Italy. Italian Branch (FOE) Multi-Custody.	Private Client Insurance Terms and Conditions, Unit-Linked Life Insurance Investment Product Italy. Multi-Custody.	Utmost Luxembourg S.A. - Italian Branch	Policy Conditions	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Private Client Insurance Terms and Conditions, Unit-Linked Life Insurance Investment Product Italy. Multi-Custody. Policy Conditions Private Client Insurance Terms and Conditions, Unit-Linked Life Insurance Investment Product Italy. Italian Branch (FOE) Multi-Custody. ULIT CONT3539
Scambio Automatico di Informazioni – Modulo di Autocertificazione (FOE) (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons.	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	Italian (IT)	Non Product Specific	FOE		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for controlling persons. Operational Forms Scambio Automatico di Informazioni – Modulo di Autocertificazione (FOE) (AEoI) ULIT CONT2600
Private Client Insurance Proposal Form Lifetime Unit-linked Insurance Investment Product Italy Multi-Custody	Private Client Insurance Proposal Form for Lifetime Unit-linked Insurance Investment Product Italy.	Utmost Luxembourg S.A. - Italian Branch	Application Form	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Private Client Insurance Proposal Form for Lifetime Unit-linked Insurance Investment Product Italy. Application Form Private Client Insurance Proposal Form Lifetime Unit-linked Insurance Investment Product Italy Multi-Custody ULIT CONT3506
Domanda di innalzamento della categoria di investimento (FOE)	Use this form to request a upgrade of your investment category	Utmost Luxembourg S.A. - Italian Branch	Investment literature/Strategies	Italian (IT)	Non Product Specific	FOE		Use this form to request a upgrade of your investment category Investment literature/Strategies Domanda di innalzamento della categoria di investimento (FOE) ULIT CONT2528
Private Client Insurance – Lista dei Fondi Interni Collettivi e Relativi Regolamenti	Internal Collective Funds list – Italy	Utmost Luxembourg S.A. - Italian Branch	Investment literature/Strategies	Italian (IT)	Private Client Insurance	FOE		Internal Collective Funds list – Italy Investment literature/Strategies Private Client Insurance – Lista dei Fondi Interni Collettivi e Relativi Regolamenti ULIT CONT2579
Scambio Automatico di Informazioni – Modulo di Autocertificazione (FOE) (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	Italian (IT)	Non Product Specific	FOE		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders. Operational Forms Scambio Automatico di Informazioni – Modulo di Autocertificazione (FOE) (AEoI) ULIT CONT2594
Scambio Automatico di Informazioni – Modulo di Autocertificazione (FOE) (AEoI)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications.	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	Italian (IT)	Non Product Specific	FOE		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for corporate applications. Operational Forms Scambio Automatico di Informazioni – Modulo di Autocertificazione (FOE) (AEoI) ULIT CONT2597
Private Client Insurance Application Form – Italian Branch (FOE) – Multi-Custody – Azimut	Private Client Insurance Application Form – Italian Branch (FOE) – Multi-Custody.	Utmost Luxembourg S.A. - Italian Branch	Application Form	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Private Client Insurance Application Form – Italian Branch (FOE) – Multi-Custody. Application Form Private Client Insurance Application Form – Italian Branch (FOE) – Multi-Custody – Azimut ULIT CONT2446
Domanda di retrocessione della categoria di investimento (FOE)	Use this form to request a downgrade of your investment category	Utmost Luxembourg S.A. - Italian Branch	Investment literature/Strategies	Italian (IT)	Non Product Specific	FOE		Use this form to request a downgrade of your investment category Investment literature/Strategies Domanda di retrocessione della categoria di investimento (FOE) ULIT CONT2517
FATCA Autocertificazione (FOE)	Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders.	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	Italian (IT)	Non Product Specific	FOE		Please complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders. Operational Forms FATCA Autocertificazione (FOE) ULIT CONT2170-3
Questionario Medico Aggiuntivo (FOE)	Additional Medical Questionnaire – Italy (Branch)	Utmost Luxembourg S.A. - Italian Branch	Underwriting guides/questionnaires/brochures	Italian (IT)	Non Product Specific	FOE		Additional Medical Questionnaire – Italy (Branch) Underwriting guides/questionnaires/brochures Questionario Medico Aggiuntivo (FOE) ULIT CONT2203
Referto Medico (FOE)	Medical Examination Report – Italy (Branch)	Utmost Luxembourg S.A. - Italian Branch	Underwriting guides/questionnaires/brochures	Italian (IT)	Non Product Specific	FOE		Medical Examination Report – Italy (Branch) Underwriting guides/questionnaires/brochures Referto Medico (FOE) ULIT CONT2290
Private Client Insurance Unit-Linked Lifetime Insurance Investment Product Application Form Italy. Multi-Custody.	New business Application Form for the Private Client Insurance product – Italian Branch	Utmost Luxembourg S.A. - Italian Branch	Application Form	Italian (IT)	Private Client Insurance	FOE	New Business Pack	New business Application Form for the Private Client Insurance product – Italian Branch Application Form Private Client Insurance Unit-Linked Lifetime Insurance Investment Product Application Form Italy. Multi-Custody. ULIT CONT2443
Dichiarazione di Scelta di Legge / Choice of Law (FOE)	Use this form to perform a choice of law	Utmost Luxembourg S.A. - Italian Branch	Operational Forms	English (EN), Italian (IT)	Non Product Specific	FOE		Use this form to perform a choice of law Operational Forms Dichiarazione di Scelta di Legge / Choice of Law (FOE) ULIT CONT1795
Private Client Insurance – Modulo di Proposta Unicredit	Private Client Insurance Application Form – Lifetime Unit-Linked Insurance Investment Product Italy.	Utmost Luxembourg S.A. - Italian Branch	Application Form	Italian (IT)	Private Client Insurance	FOE	New Business Pack	Private Client Insurance Application Form – Lifetime Unit-Linked Insurance Investment Product Italy. Application Form Private Client Insurance – Modulo di Proposta Unicredit ULIT CONT1858
Anti-money Laundering Guide (AML)	Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’	Utmost Wealth Solutions Utmost Worldwide	Compliance and Risk Collateral (privacy notices/footers etc)	English (EN)	Non Product Specific	FOS	New Policy	Utmost International Isle of Man Limited, Utmost PanEurope dac, Utmost International Trustee Solutions and Utmost Worldwide Limited Anti-Money Laundering Requirements Guide ‘AML’ Compliance and Risk Collateral (privacy notices/footers etc) Anti-money Laundering Guide (AML) IOM PR 0121

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